Update the deal stage in Zoho CRM when a task is completed in a specific Asana project

■Overview

Do you use Zoho CRM to manage customer and deal information and Asana for task management, but find that your data is siloed and manual updates are time-consuming? In particular, manually updating the deal stage in Zoho CRM whenever a task is completed in Asana can lead to errors, such as missed updates.
Use this workflow to seamlessly connect Asana and Zoho CRM, automatically update deal stages when specific tasks are completed, and streamline your sales operations.

■Who This Template Is For

• Sales professionals who use Zoho CRM and Asana and find it time-consuming to connect task and deal information
• Anyone who wants to eliminate mistakes such as forgetting to report task completion or update deal stages in Zoho CRM
• Team leaders who want to automate data sharing across multiple SaaS tools and improve the visibility and efficiency of their sales processes

■Benefits of This Template

• Automatically update deal stages in Zoho CRM when tasks are completed in Asana, reducing the time spent manually sharing information
• Prevent human errors such as missed deal stage updates and data entry mistakes by eliminating manual updates

■How the Flowbot Works

1. First, connect Asana and Zoho CRM to Yoom
2. Next, select Asana as the trigger and set the action to “When a task in a specific project is completed”
3. Then, configure an AI operation to extract text data such as the deal name from the Asana task information
4. Next, select Zoho CRM as the operation and set the action to “Search for deal information” based on the extracted data
5. Finally, select Zoho CRM again as the operation and set the action to “Update deal information” for the deal found in the search

*“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• For the Asana trigger, select the project you want to include in the integration
• For the AI operation, configure it to extract any information required to update Zoho CRM from the Asana task details, such as the deal name and the new stage
• For the Zoho CRM operations, configure which deals to search for and what information to update based on the information extracted by AI or fixed values

■Notes

• Connect both Asana and Zoho CRM to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.